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Corey Russell Letson

Advisor at Georgia Wealth Partners, LLC — Griffin, GA

Updated today

Credentials

Series 63, Series 65

Experience

20 years

Location

Griffin, GA 30224

Georgia Wealth Partners, LLC logo

Georgia Wealth Partners, LLC

Supported

Total advisors

4

Clients per advisor

129 Very High

Avg AUM per client

$257,150 Very Low

HNW client ratio

14% Low

About

Corey Letson is a financial advisor at Georgia Wealth Partners, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Georgia Wealth Partners and The Strategic Financial Alliance, Inc. He serves as a deacon and is a member of the Griffin Foundation Committee at First Baptist Church in Griffin, GA. Georgia Wealth Partners provides portfolio management and financial planning primarily for individual clients, charitable organizations, and state and municipal government clients. The firm employs asset allocation and security selection strategies informed by multiple analytical approaches and often uses model portfolios and third-party managers on the SEI Private Trust platform.

Client services

Based on Georgia Wealth Partners, LLC

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Georgia Wealth Partners, LLC

Annuities Wealth management

Occupation focus

Based on Georgia Wealth Partners, LLC

Founder/Business Owner

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Fee options

Fixed

Financial planning fees range between $1,500 and $10,000, flat fee basis.

Percentage

$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.90% $2,000,001 - $5,000,000: 0.80% $5,000,001+: 0.65%

Project-based

Location

Griffin, GA

318 S Hill Street Suite 200

Griffin GA 30224

Advisors at this office

4

Most active in

Georgia

Work history

20 years of industry experience

Georgia Wealth Partners, LLC

2021 - Present • 5 years

Griffin, GA

Georgia Wealth Partners

2013 - Present • 13 years

Griffin, GA

The Strategic Financial Alliance, Inc.

2010 - 2021 • 11 years

Atlanta, GA

OneAmerica Securities, Inc.

2007 - 2010 • 3 years

Peachtree Corners, GA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Raymond B

CFP®, Series 63

Griffin, GA

Lifetime Strategies, LLC

Raymond Branton is a CFP® professional with eight years of experience in financial advising. He is the sole advisor at Lifetime Strategies, LLC and has been involved with the firm since 2003. In addition to his advisory role, he is a member and manager of Erwin and Branton, CPA's, LLC, a CPA firm where he dedicates a significant portion of his time. Lifetime Strategies, LLC provides personalized financial planning and investment management services to individuals and a variety of institutional clients, including pension plans, trusts, and charitable organizations. The firm employs a long-term, buy-and-hold investment approach, primarily using exchange-traded funds with a focus on asset allocation, diversification, and periodic rebalancing.

Private / alternative investments Real estate investing
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Gregory F

Series 66

Griffin, GA

Georgia Wealth Partners, LLC

Gregory Foster is a financial advisor at Georgia Wealth Partners, LLC with 11 years of industry experience. He holds a Series 66 designation and has worked previously at The Strategic Financial Alliance, Inc. from 2016 to 2021. Outside of his advisory role, he owns a freelance photography business. Georgia Wealth Partners provides investment advisory and financial planning services to individuals, charitable organizations, and state and municipal government entities. The firm follows a long-term, multi-method investment approach and typically manages accounts on a discretionary basis, combining third-party money managers and model portfolios, primarily through the SEI Private Trust platform.

Annuities Wealth management Founder/Business Owner
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Christopher P

Series 63, Series 65

Griffin, GA

Georgia Wealth Partners, LLC

Christopher Piland is a financial advisor with Georgia Wealth Partners, LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. Prior to joining Georgia Wealth Partners in 2022, he spent 13 years at HBW Advisory Services LLC. Piland serves in the U.S. Army Reserve as a Brigadier General, a role he has held since 1989 involving project management duties. Georgia Wealth Partners provides portfolio management and financial planning services primarily to individual clients, charitable organizations, and state and municipal government entities. The firm employs a long-term investment approach using asset allocation, security selection, and third-party managers on the SEI Private Trust platform.

Annuities Wealth management Founder/Business Owner
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Donald C

Series 63, Series 65

Griffin, GA

Georgia Wealth Partners, LLC

Donald Crider Jr. is a financial advisor with Georgia Wealth Partners, LLC, holding Series 63 and 65 licenses and bringing 19 years of industry experience. He previously worked at The Strategic Financial Alliance, Inc. for 11 years before joining Georgia Wealth Partners in 2021. Crider serves as a board member managing the Endowment Foundation for the Flint River Council, BSA. Georgia Wealth Partners provides portfolio management and financial planning primarily for individual clients, charitable organizations, and state and municipal government clients. The firm employs a disciplined investment approach combining asset allocation and security selection, often utilizing model portfolios and third-party managers through the SEI Private Trust platform.

Annuities Wealth management Founder/Business Owner

Danny K

Series 63, Series 65

Griffin, GA

Summit Financial, LLC

Danny Kamal is a Senior Financial Advisor at Merrill Lynch Wealth Management. He joined Merrill in 2009 following the firm's acquisition and has over 20 years of experience in the financial services industry. Danny and his team offer comprehensive wealth management services primarily to high-net-worth individuals, corporate executives, and business owners, focusing on integrating corporate benefit programs such as equity compensation and various retirement plans into long-term financial strategies. His practice emphasizes clients in the aviation and oil industries. Danny holds a Bachelor's degree from Bowling Green State University and has earned several professional credentials, including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He manages discretionary investment strategies that may include individual securities, Merrill Lynch model portfolios, and third-party solutions. Residing in Fayetteville, Georgia, Danny and his wife Holly have seven children. They volunteer with several charitable organizations, including Angel Flight. Danny is affiliated with Delta Airlines.

Wealth management Startup equity planning Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Executive Founder/Business Owner HENRY (High Earners, Not Rich Yet)
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James M

CFP®, Series 63, Series 65

Peachtree City, GA

Capital Investment Advisory Services, LLC

James Mothorpe is a CFP® professional with 30 years of experience, currently serving at Capital Investment Advisory Services, LLC. He has been with Capital Investment Group, Inc. since 2009. Outside of his advisory role, Mothorpe is active in his community as a volunteer ambassador for the Fayette County Chamber of Commerce and serves as treasurer of the Rotary Club of Peachtree City. Capital Investment Advisory Services provides portfolio management and supervisory services to individuals, corporations, and various institutional clients. The firm offers customized investment solutions, including separately managed accounts and access to third-party asset managers, with portfolios tailored to client objectives, time horizons, and risk tolerances.

Active portfolio management Retirement plans for business owners (SEP, solo 401k) Annuities Options & derivatives strategies Founder/Business Owner Retired
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